PRICE LISTS

One catalog.Every relationship.

Wholesale pricing has layers. Set customer price lists, quantity breaks, and remembered item rates, so the next order starts with the right conversation already in place.

See it with your team ↗Explore the details ↓
Your lists. Their agreement. One connected price.

Trade volume starts this fictional planter at $26.50 for one unit.

Illustrative product story · Sample data
Fixed + percentage listsQuantity breaksCustomer price memory
01 / THE RULE AND THE EXCEPTION

Set the rule.
Leave room for
the individual.

Start with a percentage markdown or markup. Give a specific item a fixed rate when it needs its own treatment.

TRY IT →

Change the percentage. The notebook follows the rule; the planter keeps its fixed rate.

Prefer per-item pricing only? Leave the percentage empty, and other items keep their catalog base price.

ITEMS / PRICE LISTS / DETAILS

Seasonal edit

● active
LIST SETTINGS
NameSeasonal edit
Typesales
Adjustment
RoundingNo roundingRounding rules apply only to percentage-derived prices.

All other items: base price −12%.

Try 0–50%, or leave empty for per-item pricing only. This example uses no rounding rule.

PER-ITEM ENTRY
ITEMBASE PRICEFIXED RATE
Arc ceramic planterARC-CL-01$28.00$24.00
YOUR PRICE PREVIEW
Orbit notebookPercentage rule$15.84
Arc ceramic planterFixed item rate$24.00

Fictional list · Catalog prices: notebook $18, planter $28.

02 / GIVE VOLUME ITS OWN PRICE

As the order grows,
the price moves.

Set the quantity brackets on an item’s list entry. The applicable bracket gives that line its unit rate.

TRADE VOLUME / ARC CERAMIC PLANTER
units

Try 1–60 units, or select a bracket below.

PRICE PER UNIT$24.006–23 unit bracket
ILLUSTRATIVE ORDER LINEArc ceramic planter6 × $24.00$144.00

6 units at $24.00 each. Line total $144.00, before tax.

Fictional list and brackets · Configure the breaks that suit your business.A remembered customer rate takes priority. ↓
03 / THE RELATIONSHIP HAS A MEMORY

You made a deal.
Let the next order know.

Choose which eligible, manually entered rates to remember when confirming a document. Or add a rate on the customer’s Prices tab. The decision stays with you.

Customers / DetailsSeabrook Retail business
ASSIGNED LIST Trade volume
OverviewTransactionsPricesDocumentsCommentsStatement

Remembered prices

A remembered price applies for this customer, including over list and volume pricing.

Fictional customer prices · Try editing or forgetting the planter’s rate.
ItemRemembered priceCatalog priceSourceActions
Arc ceramic planterARC-CL-01$22.50$28.00Set on profile
Pocket journalPKT-JR-01$11.25$14.00SO-EX-208 Example orderSample record

2 illustrative customer prices. Changes here stay in this example.

THE NEXT ORDER / SEABROOK RETAIL

Same item.
The agreement comes with it.

The 24-unit list rate is $22.00. The remembered agreement still takes priority at $22.50.

REMEMBERED CUSTOMER PRICE$22.50per unit · Arc ceramic planter
Line total, before tax$540.00

Your saved customer rate wins over the volume rate.

A price you deliberately type on the line takes priority over automatic pricing.
A CLEAR ORDER OF PRECEDENCE

The right price.
With a reason.

HQ follows the applicable price source. It does not simply choose the lowest number.

  1. 01

    Typed line price

    A deliberate rate on the document.

    FIRST
  2. 02

    Remembered customer price

    The agreement for that customer and item.

  3. 03

    List and quantity break

    The selected list’s applicable item rate.

  4. 04

    Catalog base price

    The fallback when no other price applies.

TOMORROW’S PRICES

Make room
for what’s next.

Your customer’s usual list.

Assign a default price list to the customer or choose a list for the document. The Sales Register works with the same customer pricing context.

Keep large lists manageable.

Export price-list entries, make bulk changes, and bring them back by CSV. Keep fixed rates and quantity brackets with the items they belong to.

YESTERDAY’S DOCUMENTS

Keep the record
as it was.

Keep saved documents stable.

Changes to base prices, lists, or customer rates affect future pricing. Existing saved documents do not silently reprice as the catalog changes.

Saved tax details stay with the document alongside its issued price.

What takes priority: a price list or a remembered customer price?

A remembered customer item price takes priority over the list. An explicitly typed line price takes priority over both.

Will updating a list change old invoices?

No. Saved documents do not silently reprice when you change the catalog, list, or remembered customer rate.

Does every manual price become a remembered deal?

No. The confirmation workflow offers eligible manually entered rates, and you choose which to remember. Copied or list-sourced prices are not automatically treated as negotiated deals.